我就是较真，之前谁说的来自，特斯拉不可能用byd电池的来着。
经历了两年的罗生门，现在马斯克亲口证实了，你们还有什么话说。
Tesla, Inc. (TSLA) Q4 2023 Earnings Call Transcript
特斯拉2023四季报盈利报告会记录
Martin Viecha
Thank you. The next question is from Michael again. What has been the barrier to ramping 4680 cells into the multi-million cells per week rate and when do you expect to get there?
Elon Musk
Karn?
Karn Budhiraj
Yeah. First, I just want to allay any concerns regarding 4680 limiting the Cybertruck ramp, because I've seen some people commenting about that. To date, 4680 production is ahead of the ramp with actually weeks of finished cell inventory. And the goal is to keep it that way, not only for Cyber, but for our future vehicle programs. And as Elon said, it is an S-curve here too. It's hard to predict these things, but I'm just describing our goals.
Elon Musk
It's a hard problem.
Karn Budhiraj
Yeah.
Elon Musk
There are entire companies where all they do is make battery cells. That's, like, all they do.
Karn Budhiraj
Indeed, indeed.
Elon Musk
We do a lot of other things, and we got a lot of breakthrough technologies that take time to figure out with 46. It's not just that it's a 46 millimeter diameter by 80 millimeter [Indiscernible] cell. That's just the dimensions. There's tremendous amount of new technology in the cell itself.
Karn Budhiraj
And manufacturing technology.
Elon Musk
Yes, exactly.
Karn Budhiraj
And just regarding what the team was able to do in Q4, Texas successfully swapped line one from the Model Y design of the cell to the Cybertruck design of the cell, which was the 10% cell energy increase I've mentioned before. And as with any major new product introduction, the factory and engineering teams collaborated to ensure quality of the new design and the process changes as their first priority. And now our focus returns to cost and production ramp in Q1.
And in terms of what we're doing, we're currently running one production line, one assembly line, using two assembly lines in addition for yield and rate improvement trials, and we have a fourth in commissioning, and four more will be installed starting in Q3 this year. So definitely this is a big year for ramping 4680.
Elon Musk
But we also do want to emphasize that we also expect to ramp orders from our suppliers.
Karn Budhiraj
Yeah.
Elon Musk
So this is not about replacing our suppliers, it's about supplementing our suppliers.
Karn Budhiraj
Yes.
Elon Musk
So we are very appreciative of our suppliers. Panasonic, obviously, is our longest supplier. They're an amazing company. We've got CATL, we've got LG and BYD.
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